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MSCI
MSCI

Overview Fund Activity

825 hedge funds and large institutions have $36.7B invested in MSCI in 2023 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 303 increasing their positions, 312 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+17
Holders Change %
+2.1%
% of All Funds
13.15%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
98
Increased
303
Reduced
312
Closed
74
Calls
$193M
Puts
$178M
Net Calls
+$15.2M
Net Calls Change
-$62.7M

Top Buyers

1
Edgewood Management
Edgewood Management
Connecticut
+$632M
2
PAM
PineStone Asset Management
Quebec, Canada
+$173M
3
Principal Financial Group
Principal Financial Group
Iowa
+$146M
4
American Century Companies
American Century Companies
Missouri
+$121M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
+$103M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$105M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$103M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$94.1M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$91.4M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$79M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
426
First Trust Advisors
Illinois
$1.16M -$13.4M -26,214 -92%
BSI
427
Bennett Selby Investments
Maine
$1.15M +$7.7K +15 +0.7%
VPI
428
Value Partners Investments
Manitoba, Canada
$1.14M +$79.4K +154 +7%
SWM
429
Segment Wealth Management
Texas
$1.13M +$133K +260 +13%
BFG
430
Bleakley Financial Group
New Jersey
$1.12M -$58K -113 -5%
SS
431
Simplicity Solutions
Minnesota
$1.12M -$55.9K -109 -5%
AWM
432
Apollon Wealth Management
South Carolina
$1.12M +$151K +295 +16%
PI
433
PineBridge Investments
New York
$1.11M +$1.11M +2,168 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
434
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.09M -$3.58M -6,981 -77%
AIM
435
Achmea Investment Management
Netherlands
$1.08M -$1.19M -2,319 -52%
BA
436
Birinyi Associates
Connecticut
$1.08M -$51.3K -100 -5%
BOSSRA
437
B.O.S.S. Retirement Advisors
Utah
$1.07M +$49.3K +96 +5%
WP
438
Woodline Partners
California
$1.07M +$204K +397 +24%
SAM
439
Sompo Asset Management
Japan
$1.06M -$128K -250 -11%
CIP
440
Chartwell Investment Partners
Pennsylvania
$1.03M +$142K +277 +16%
GLA
441
Great Lakes Advisors
Illinois
$1.02M +$1.54K +3 +0.2%
ACMA
442
Arbor Capital Management (Alaska)
Alaska
$999K +$29.6K +60 +3%
FRM
443
Fox Run Management
Connecticut
$994K -$41.6K -81 -4%
Balyasny Asset Management
444
Balyasny Asset Management
Illinois
$993K +$99.5K +194 +11%
Point72 Asset Management
445
Point72 Asset Management
Connecticut
$993K +$780K +1,521 +367%
WBC
446
Westpac Banking Corp
Australia
$980K +$25.1K +49 +3%
KAS
447
Kestra Advisory Services
Texas
$974K +$351K +685 +56%
SA
448
SRN Advisors
Pennsylvania
$969K +$26.7K +52 +3%
LWM
449
Liberty Wealth Management
California
$966K – – –
SCM
450
Stevens Capital Management
Pennsylvania
$963K +$963K +1,877 New
16 17
18
19 20